Ben Bajarin(@BenBajarin):This section is addressing the circular point, something many people miss. The customer is every company on the planet and any employee who uses a compute device for work. We are early in the diffusion of enterprise adoption. We don't have nearly enough compute.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.

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Ben Bajarin@BenBajarin

2026.08.10 22:36

This section is addressing the circular point, something many people miss. The customer is every company on the planet and any employee who uses a compute device for work. We are early in the diffusion of enterprise adoption. We don't have nearly enough compute.